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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,298 | $63,346-31.6% | $92,240-53.1% | $70,126-38.3% |
| Participation rate | 59.0% | 68.7%-9.7pp | 76.5%-17.5pp | 69.5%-10.6pp |
| Annual return | 20.05% | 530.19%-510.1pp | 176.29%-156.2pp | 73.15%-53.1pp |
| Employer contribution / active EE | $1,837 | $2,471-25.7% | $3,680-50.1% | $2,343-21.6% |
| Participant deferral / active EE | $3,492 | $2,854+22.4% | $3,897-10.4% | $3,332+4.8% |
| Admin fee / account holder | $2,608 | $3,841-32.1% | $5,194-49.8% | $4,645-43.9% |